4 / 5 Stars
5 4 1 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 48 Target Date 2031-2035 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.29 percent over the past year, and 9.69 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2035, it seeks income and secondarily capital growth. The fund invests in a professionally selected mix of mutual funds that is tailored for investors planning to retire in or close to 2035 which is assumed to be at age 65. It invests 80-98% of net assets in underlying funds that invest primarily in equities and 2-20% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified.
Fees are Average compared to funds in the same category.
Great-West Lifetime 2035 Fund III has an expense ratio of 0.12 percent.
Risk is High compared to funds in the same category according to Morningstar.